Apriem Advisors’s XL Group Ltd. XL Stock Holding History

Apriem Advisors’s Portfolio XL Stock Details XL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-125	Closed	-$5K	–	676
2015 Q2	$5K	Buy	+125	New	+$4.69K	﹤0.01%	505

Other funds holding XL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apriem Advisors's XL Position: Q3 2015 in Review

Apriem Advisors sold out of XL Group Ltd. (XL) in Q3 2015, closing a stake of 125 shares — an estimated $5K sold.

Apriem Advisors first reported a position in XL in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 369 funds tracked by Wall St. Rank hold XL as of Q3 2015.

Apriem Advisors reported no remaining XL Group Ltd. position as of Q3 2015 after selling out during the quarter.
Apriem Advisors sold 125 XL Group Ltd. shares in Q3 2015, an estimated $5K.
Apriem Advisors first reported a position in XL Group Ltd. in Q2 2015 and held it in 1 quarter.
Apriem Advisors's XL Group Ltd. position peaked at $5K in Q2 2015.
369 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.